Avion Wealth - PACER FDS TR ownership

PACER FDS TR's ticker is PTLC and the CUSIP is 69374H105. A total of 145 filers reported holding PACER FDS TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Avion Wealth ownership history of PACER FDS TR
ValueSharesWeighting
Q3 2023$133
-2.9%
3,3310.0%0.04%
+5.6%
Q2 2023$137
+1.5%
3,331
-7.6%
0.04%
-2.7%
Q1 2023$1350.0%3,6050.0%0.04%
-11.9%
Q4 2022$135
-99.9%
3,6050.0%0.04%0.0%
Q3 2022$136,000
+0.7%
3,6050.0%0.04%0.0%
Q2 2022$135,000
-9.4%
3,605
-6.3%
0.04%
-2.3%
Q1 2022$149,000
-6.9%
3,8460.0%0.04%
-4.4%
Q4 2021$160,000
-18.8%
3,846
-26.3%
0.04%
-25.0%
Q3 2021$197,000
+0.5%
5,2160.0%0.06%0.0%
Q2 2021$196,000
+8.3%
5,2160.0%0.06%
-4.8%
Q1 2021$181,000
-47.4%
5,216
-50.4%
0.06%
-41.7%
Q4 2020$344,00010,5160.11%
Other shareholders
PACER FDS TR shareholders Q4 2021
NameSharesValueWeighting ↓
American Planning Services, Inc. 459,870$18,376,40512.21%
CFS Investment Advisory Services, LLC 1,881,456$75,18311.98%
J2 Capital Management Inc 96,300$3,848,1484.86%
Koss-Olinger Consulting, LLC 593,311$23,709,0003.50%
Camarda Financial Advisors, LLC 134,718$5,383,3313.47%
MAGNOLIA CAPITAL ADVISORS LLC 173,654$6,742,9843.23%
Meridian Wealth Advisors, LLC 206,366$8,246,3702.06%
Whitaker-Myers Wealth Managers, LTD. 79,084$3,160,1851.96%
Financial Enhancement Group LLC 223,404$9,094,7671.75%
WBI INVESTMENTS, LLC 217,156$8,677,3991.75%
View complete list of PACER FDS TR shareholders